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Disclosery

ASAN ASANA INC

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CL A (common), issuer CIK 1477720

234 managers (238 13F filers) reported a position in ASAN shares at 2025-06-30, 72,483,733 shares in all. 40 filers opened a position and 41 filers sold out during the quarter.

Managers
234
13F filers
238
New
40
Added
91
Reduced
70
Sold out
41
Shares held by filers
72,483,733

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Rogers Daniel Markdirector, officer (Chief Executive Officer)2026-10-09-18,021 S$10.0383Form 4
Le Heather Tramofficer (Chief Accounting Officer)2026-10-05+106,838 A$0Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MassMutual Private Wealth & Trust, FSB459$6.2K<0.01%-34413F-HRTimeline
Versant Capital Management, Inc401$5.41K<0.01%-18113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…397$5.36K<0.01%-26613F-HRTimelineGroup
IFP Advisors, Inc369$4.98K<0.01%-28513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\324$4.37K<0.01%-7713F-HRTimelineGroup
Sunbelt Securities, Inc.167$3.38K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …248$3.35K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC226$3.05K<0.01%+14013F-HR/ATimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…164$2.18K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.156$2.11K<0.01%+6313F-HRTimeline
Ridgewood Investments LLC150$2.02K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC140$1.89K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC115$1.7K<0.01%013F-HRTimeline
Main Street Group, LTD125$1.69K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC116$1.54K<0.01%-67413F-HRTimeline
Allworth Financial LP104$1.4K<0.01%-7813F-HRTimeline
HM PAYSON & CO100$1.35K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.100$1.35K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96$1.3K<0.01%+7813F-HRTimelineGroup
Fortitude Family Office, LLC88$1.19K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC85$1.15K<0.01%-1013F-HRTimeline
True Wealth Design, LLC75$1.01K<0.01%-62613F-HRTimeline
MAI Capital Management52$702<0.01%-52813F-HRTimeline
Pillar Financial Advisors, LLC42$567<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$540<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28$378<0.01%-11013F-HRTimelineGroup
Bank & Trust Co25$338<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$270<0.01%-213F-HRTimelineGroup
TFC Financial Management, Inc.1$14<0.01%013F-HRTimeline
Avion Wealth66$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Covestor Ltd9$00%-113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Rogers Daniel Mark sold 18,021 ASAN shares on 2026-10-09, Form 4 filed 2026-10-13. 0001477720-26-000070

    Accepted , ingested

  • Le Heather Tram acquired 106,838 ASAN shares on 2026-10-05, Form 4 filed 2026-10-08. 0002153898-26-000002

    Accepted , ingested